Surveys
29 May 2024

Affluent UK Citizens Don't Worry Enough About Being Scammed – Arbuthnot Latham

The findings appear to suggest that among affluent and even HNW individuals, there's a level of...

Financial Results
29 May 2024

EFG Reports Profit In Four Months To End-April; Net New Asset Growth Beats Target

The Swiss private bank, operating in a number of the world's regions, logged a robust set of...

Strategy
28 May 2024

The Great Wealth Transfer: Three Trends Reshaping Wealth Management

The author of this article argues that the "Great Wealth Transfer" is not just a movement of assets...

People Moves
28 May 2024

French Investment House Names New Chairman

The French business became part of Spain's MAPFRE last year. ...

People Moves
28 May 2024

Change At UBS Senior Swiss Management

Several of the individuals involved in this story are responsible for integrating the acquired...